Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,443 | $92,219+52.3% | $76,768+82.9% | $135,379+3.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -39.28% | 5.46%-44.7pp | 2.43%-41.7pp | 519.79%-559.1pp |
| Employer contribution / active EE | $501 | $3,216-84.4% | $2,485-79.8% | $4,779-89.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $55 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |